Cassia Capital Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.09M Buy
2025
Q2
$8.48M Sell
2025
Q1
$7.98M Sell
2024
Q4
$7.62M Buy
2024
Q3
$8.3M Sell
2024
Q2
$7.86M Buy
2024
Q1
$7.69M Buy
2023
Q4
$6.32M Buy
2023
Q3
$3.18M Buy
2023
Q2
$3.21M Buy